The Elite Advisor Online Training

What if I told you it’s possible to learn everything you need to know in 5 months? When I say everything I mean everything I’ve tried, tested, and made sure works so you don’t waste any time with tools and philosophies that don’t help you grow. I want to help you grow your financial planning business in the fastest time possible because you deserve the freedom that comes along with a business that grows itself.

That’s why I created my interactive online course. I condensed decades into days, and 15 years of experience into 5 months of learning.

The system is broken into five modules with one subject area per month plus a live Q&A with Erin to keep you on track.

Throughout the program, you’ll be given a “repeatable roadmap” to take back to your business and use immediately.

You’ll receive tools to bring in new prospects, train assistants, build a reliable team, and much more!

Because this course is aimed to cover a lot of content in a short amount of time, spots are limited. Our goal is to get this life-changing and business-growing information into as many advisor’s hands as possible while ensuring the integrity and efficiency of the course.

When you sign up for my e-course, you’re getting resources and proven methods that cover ALL aspects of your business; especially the importance of reframing your perspective from advisor to business owner.

Here’s a Sneak Peek Into the Course

How mastering your mindset will catapult you to the next level.

  • How the “C.A.N.I.  Concept” is used to evolve your mindset and your business.
  • A critical ‘Current State of Your Business’ Quiz you must take ASAP.
  • How to know if your actions are congruent and aligned with your goals.
  • Use this one “End of Life” exercise to put everything in your life into proper perspective.
  • This one advisor tracking activity changed my business; now you’ll have it.

Exactly what you need to do to get more prospects to say YES!

  • Determining your best target market and finding out their needs.
  • Don’t lead your talk with these 2 things…EVER.
  • What is the best seating arrangement that will boost your closing rates?
  • What is the best way to use the prospects net worth in your sales talk?
  • My actual sales scripts that sold hundreds of millions in $$ over 30 years!

9 Ways to Bring in More Clients in Less Time with Less Money

  • What 2 main psychological factors drive all decisions for your clients.
  • Why the ‘No Family, Friends & Neighbors Policy’ worked so well for me.
  • What early AM tasks brought in the most small-business clients.
  • What was the FASTEST way I built my firm that you can still do today.
  • My pre- and post-scripts, sample flyers, and resources.

The Exact Blueprint to Achieve Rockstar Status

  • What are the specific tasks and duties of an “Admin” to help make the practice efficient?
  • You can have 10 of my best email templates to use in your email correspondence.
  • What the ‘10 Steps of our Process’ are and how these can help you too.
  • How to train a team member to be the “perfect assistant.”
  • How to best take care of your ‘old-school’ clients.

Create Your Dream Team to Run Your Systems
& Processes for Flawless Execution

  • Who to hire first, second, and next on your dream team.
  • The best compensation models to implement.
  • The job descriptions we used which brought us high-quality candidates.
  • How we built our systems & processes manual by asking this 1 question.
  • The only way to build true enterprise value in your business is this way.

Advisor Success Stories

REAL ADVISORS • REAL RESULTS

J. French

My closing ratio was very poor, and I was having a hard time pinpointing the reason. Then I listened to Erin’s Secret Sauce course and revamped my approach talk. Simply by tweaking my approach, I had several prospects convert to clients and my closing ratio improved overnight. Thank you for sharing your Secret Sauce with me!”

Brittany L.

“I’ve recommended that individuals in my peer group “hire” your system for their business owner development. So glad to get connected with you…and exceptionally thankful for your willingness to share your programs and expertise with this next generation of world-changing business-owner financial-planners!

David J.

“Erin’s course is amazing. She does a FABULOUS job of sharing her best ideas and practices after 30+ years in the industry and her firm’s templates are excellent and worth the cost of the program on their own. Last fall I was “stuck” on how to compensate my team and she had excellent compensation models that were invaluable to me.”

Andrea P.

“Erin’s class has helped me to refocus and get back to basics. What makes this even more unique is her ability to weave in and remind you that your business should feed your life and family, not the other way around. I can’t recommend these classes enough!”

Erica G.

“Thank you for an amazing experience! I am a goals-driven advisor, and a firm believer that you get out of training as much as you are willing to put into it. When I signed on for the Elite Advisor training, I was looking for some take away points I could use to take my business to the next level. What I received from this training has been so much more!”

Jason J.

“The Elite Advisor Success System is a great course. If you are looking to grow your practice to a business, this is the course for you. I am up over 60% in revenue for Q1 2019, compared to 2018. The ideas and strategies Erin provides through in the course have been a major part of helping grow my business!”

Jackie R.

“Erin Botsford’s Elite Advisor program covers every perspective of our business. From our mindset to team structure and contracts, this course provides the details so many other programs only allude to. It was a worthy investment in my business. I have no reservations in recommending this program to my colleagues.”

Karim H.

“The material that you have put together is one of a kind, and I believe no one in the financial services industry has put together content as comprehensive as you have. I have benefited hugely because as a relatively new practice, many of the components that are necessary to build a successful financial services business were not in place.”

Scott F.

“The training is amazing –absolutely love it! There’s so much value in every lesson and now I have so many ideas running through my mind! Probably won’t sleep tonight as I think about it all. Definitely a great investment.”

Maria K.

“I wish I took this course when I first started. It would have helped me set up my business the way I wanted and have a plan for the future. The flow of information from one course to another was exactly what an advisor building a business needs. I don’t know of any other course that shares so much information, in such a short period of time and without unnecessary fluff.”

Brian VH.

“I would highly recommend this course for anybody because implementing just a few of these ideas is sure to increase revenue. Erin’s openness about her business and career was a breath of fresh air and truly appreciated. Erin absolutely takes the right approach in running a financial planning business.”

Kerina G.

“I must tell you that in my 13 years as an advisor and 22 years in the corporate world, I have never attended a better or more effective class. Erin is absolutely amazing and shared so many sales ideas, organization, administrative and many more items with us. It is not often that I say it is worth every single dollar, but it is!”

I’M INCLUDING EVERYTHING, SO ALL YOU
NEED TO DO IS PLUG IN AND TAKE OFF